Day 1
Account, profile, niche, and base offer.
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7-day onboarding
A practical activation plan to get users operational fast.
Day 2
Filter tuning and first lead shortlist.
Day 3
First personalized proposal batch.
Day 4
CRM stage model and follow-up setup.
Day 5
Objection logging and response workflows.
Day 6
Metrics review and one improvement decision.
Day 7
Pipeline cleanup and next-week operating plan.